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Ask a Question, Get an Answer - June 9 - June 13, 2025 - Need some extra help this week!

  • June 13, 2025
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Chris Hackett
Community Manager
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It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".

Connect, Learn, Share

 

Idea Management Updates

Great News - we've made it easier for you to track your ideas. We've simplified how we categorize them - so now there are fewer, clearer options. That means you'll be able to see exactly where your suggestions stand.

 

Django Dunn - Acumatica Community Featured Member for June 2025

Meet Django Dunn our Acumatica Community Featured Member for June 2025. It’s great to have you as part of the Acumatica Community ​@Django!

 

Acumatica User Groups

New! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!

All Acumatica User Groups

 

How to Answer Questions on Acumatica Community - We need everyone’s help!

Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives.

 

Announcements, Hot Tips, and Blogs

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How searching works on the Acumatica Gainsight Community Platform

 

Shoutout to the following members who provided tips and assisted with unanswered questions last week. Thank you for all your help!

 

​@valentynbeznosiuk ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@Jane Sapaeva ​ ​ ​ ​ ​ ​​ ​ ​ ​ ​  ​@Dmitrii Naumov ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​​ ​ 
​@Ankita Tayana  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@chris ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@Joe Schmucker ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​ ​ ​ ​ ​ 
​@darylbowman ​ ​ ​  ​ ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​  ​@tararosenthal ​ ​ ​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​  ​@Dana Moffat ​ ​​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​  ​ ​ ​ ​  ​ 
​@nhatnghetinh ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​   ​ ​  ​ ​ ​ ​ ​ ​  ​@miguel80 ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@KushaniPerera88 ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@Manikanta Dhulipudi ​ ​ ​ ​ ​ ​  ​ ​ ​  ​ ​ ​ ​  ​ ​ ​  ​@Nilkanth Dipak ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@ricoybanez ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@vdiaz ​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@angierowley75 ​ ​ ​   ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@dgranger70 ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ 
​@Debbie Baldwin ​  ​ ​ ​ ​  ​ ​​ ​ ​ ​ ​  ​@Tara Hodgkins ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​  ​ ​ ​  ​@Django ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​​  ​ ​  ​ ​ ​
​@michaelho ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​ ​ ​ ​ ​   ​@olgakonanykhina22  ​ ​ ​ ​ ​ ​ ​ ​ ​  ​​ ​ ​ ​ ​@DrewNisley ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@jinin ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​     ​ ​   ​@bpgraves ​ ​  ​ ​ ​  ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@moneill60 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​
​@dgodsill97 ​ ​ ​ ​ ​ ​    ​ ​  ​ ​  ​@Kandy Beatty  ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​@rfairchild58 ​​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@dcomerford ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​ ​  ​ ​ ​​ ​ ​ ​  ​@PDharmasena10  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@Saikrishna V ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​    ​ ​ ​ ​ ​ ​ ​ 
​@lauraj46 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ ​ ​ ​  ​@meganfriesen37  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@travislawson ​ ​ ​  ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ 
​@bodiec ​ ​ ​    ​​ ​  ​ ​  ​ ​ ​ ​ ​  ​@RaphaelPfaff12  ​ ​​ ​  ​ ​ ​ ​   ​  ​ ​ ​ ​ ​ ​ ​  ​@nbryantjamis ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@mamtak26 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​ ​  ​  ​@Olesia Alpeeva  ​ ​  ​ ​ ​ ​  ​ ​ ​  ​   ​  ​ ​ ​  ​@rethavanalphen11 ​ ​ ​ ​ ​ ​​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@tusharpandita74 ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@BenjaminCrisman  ​ ​  ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​  ​@VladS ​ ​ ​ ​ ​ ​ ​ ​  ​ ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@plambert  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​  ​@jcbaker ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@AdelinaBasyrova75 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@Patrick Chen ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​@CJayalath49 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​@dlevoniuk ​ ​  ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ 
​@mariankharechko60 ​ ​ ​ ​  ​ ​ ​ ​ ​  ​  ​ ​  ​ ​ ​ ​  ​@Abhishek Niikam  ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ ​ ​ ​ ​  ​@allisterchambers48 ​ ​ ​ ​ ​  ​  ​​ ​ ​​ ​ ​ ​ ​ ​ 
​@iqraharrison ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​  ​ ​ ​ ​  ​@mblassingame35   ​ ​ ​ ​ ​  ​  ​ ​ ​ ​  ​ ​ ​  ​@ssantillan ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ 
​@ed.goodman ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​    ​@PanteaShahrian ​ ​ ​ ​  ​ ​ ​ ​ ​  ​ ​  ​ ​ ​ ​ ​  ​@paigeh ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ 
​@Dylan24 ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​@stephrayPM ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​  ​ ​ ​  ​  ​@APistorius ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​ ​ ​ ​  ​ 
​@tjones72 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​  ​@JeffSchnaidt21   ​ ​ ​ ​  ​ ​ ​ ​ ​  ​ ​ ​   ​@CJayalath49 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​​ ​ ​  ​  
​@Rakshanda ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​  ​ ​ ​   ​@ssarda48 ​  ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ ​ ​  ​@ESTEPALINA ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​  
​@jfbrut91 ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​      ​  ​ ​  ​@vshashkova ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​ ​ ​ ​ ​  ​@NickyOliver98 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  
​@tsnyder16 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@bbohn ​ ​ ​ ​ ​ ​ ​ ​  ​  ​ ​  ​ ​  ​@ChrisB ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ 
​@ggnabasik47 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@jrolence2 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​  ​ ​ ​  ​@kyle90 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​ ​ ​ ​ ​ 
​@BorisRudi56  ​@SoniaEchols90  ​@harutyungevorgyan 
​@steveruss  ​@sgaspar72  ​@joelhoffman 
​@bryanb39  ​@Jim Desler  ​@tahayabali 
​@aaghaei     

 

Think you have a potential answer, Jump In!

Help a Fellow Community Member Out!

Here's the list of questions that need response for this coming week. Hopefully with everyone’s help we can clean some of these up which may help others seeking similar answers in the future. Grab one before they’re gone:sunglasses: !

 

Configuration and Installation - EMail Documents, such as Purchase Orders, from user's email account instead of system email account

Configuration and Installation - ShipStation not pushing shipments back into Acumatica

 

Construction - Adding Data fields to header of Project forms, where to find the data

Construction - Account group restricted to specific projects

 

CRM - Cannot create UDFs in Opportunities screen without error

 

Develop Customizations - Custom Tab Not Appearing in Customers Screen using Modern UI

Develop Customizations - Failed to create a Custom Destination Type

Develop Customizations - Issue: Unable to Create a Custom Destination Type for Acumatica Community

Develop Customizations - Grid Double Click Select

 

Develop Integrations with Web Services | APIs - How to Include WorkGroup Field in TimeEntry API Endpoint for Employee Time Activities

Develop Integrations with Web Services | APIs - URL format for ODataV4 With a GI with multiple parameters

Develop Integrations with Web Services | APIs - Void Bank Rec Option

 

Distribution - Error: Another process has added the 'SYImportCondition' record. Your changes will be lost.

Distribution - Inter-Branch Mapping Error

Distribution - I want to map workgroup from company tree with customer directly

Distribution - How can we configure Acumatica to dynamically assemble Kit items on the fly based on available inventory, and allow substitution with alternate items if some components are not in stock?

Distribution - How to upload "Open AR Documents " linked with "Sub Contract " in migration mode.?

Distribution - Allowing the change of location details within a sales order

 

Everything Else - Task Creation

Everything Else - Notification Recipients not accurate when Print then send

 

Field Service - Equipment Information & Service Contracts

Field Service - Changing Customer on an Appointment after it has been completed

Field Service - Customer Rate Tables

 

Financials - Cannot Save Document: Withholding Tax Exists in Prepayment Request

Financials - Import receipts and match with invoices

Financials - Sales Tax Collected Reports in 2024R2. How do I do that?

Financials - Cannot scroll Record Types List for "Recently Viewed Transactions"`

Financials - Corporate Credit Card feed from Visa Spend Clarity for Enterprise (with Royal Bank)

Financials - How to upload Bills and Adjustment Transactions and Link with a Sub Contract ?

Financials - Releasing Project Transactions and IN Error: Unit Conversion is missing

Financials - Creating a report for Sales Taxes Collected. We have version 24R2.

 

Low Code | No Code Customizations or Integrations - Teams integration: Team member is empty

Low Code | No Code Customizations or Integrations - SharePoint and Files Integration

 

Manufacturing - Does anyone have time studies for barcoding labor start/stop in manufacturing.

Manufacturing - Several MRP Issues in 24R2

 

Reports and Generic Inquiries - Display Projects in progress Summary with the Project Balances with conditions where Project has Purchase order and Transcations

Reports and Generic Inquiries - Report Designer: Show Vendor list without and transaction history

Reports and Generic Inquiries - multi part identifier could not be bound - doc type

 

System Health and Performance - How to automatically export report to Excel file and automatically upload to Microsoft OneDrive folder?

 

Thank you all for your efforts! 

@Chris Hackett

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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